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There are many factors to consider when comparing an exchange-traded fund (ETF) and an index mutual fund. An ETF is a marketable security that tracks an index, like an index fund. A Mutual Fund is an investment company that pools money from shareholders and invests in a variety of securities, including stocks, bonds and money market funds. A main difference between an ETF and an index mutual fund is an ETF trades continuously while the market is open, while the index mutual fund trades one time a day at market close.

The "Baron Financial Group Market Update" is a new video series where we talk about what has happened in the markets, what our team is doing now, and what we are looking at down the road.

All of us at Baron Financial Group wish you and your loved ones a Happy and Safe Independence Day!

Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on Cybersecurity.

The Baron Client Portal provides easy-to-navigate online access to your account information. Securely login to see more detail about your portfolio and how your money is invested. Watch our instructional video to learn how to enroll in and navigate the Baron Portal.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides additional relief for small businesses with the Paycheck Protection Program (PPP). The initial program, first signed into law on March 27th, stopped accepting applications in mid-April due to a depletion of the original allocated funds. As of Monday, April 27th, the federal PPP, through the Small Business Administration (SBA), started accepting new applications. If you applied for funding in the first round, you will remain in the queue and do not need to apply again. For more information go to

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides additional unemployment insurance benefits for workers impacted by the Coronavirus pandemic. Coverage has now been extended to cover more workers such as self-employed and independent contractors. For the next four months, eligible unemployed workers will receive an additional $600 per week, above and beyond the standard benefits. According to the U.S. Department of Labor:

Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2 Trillion economic stimulus package from the U.S. Government. It addresses the economic impacts of the COVID-19 (coronavirus) outbreak, providing help for both individuals and businesses. The CARES Act provides:

Although the mission statement of organizations (such as endowments, foundations or not-for-profits) who manage funds for others (beneficiaries), can vary greatly, the need to responsibly manage the investments of the organization is crucial for the ultimate beneficiaries. Below are important priorities members should remember when reviewing their annual investments for their organizations:

Dear Clients and Friends, We hope you have seen our recent post related to the Stock Market and COVID-19 (Coronavirus). We are here for you. If you feel it’s time to talk about your personal economy, we have several options available: Phone Calls, Video Conferencing and Emails. With everyone’s safety in mind, we would prefer to delay in-person meetings at this point. If needed, your Baron Team is capable of working remotely and can still be contacted. We can be reached by email at info@baron-financial.com or at 1-866-333-6659 to schedule a meeting via phone call or video conference. Or reach out directly to your team members. Stay healthy and safe!

You will receive a form 1099-R if any money has been moved out of a retirement account. How much you will pay in taxes will depend on how the money is moved. You want to make sure any movement out of a retirement account is done properly, and the correct code is applied when you file your taxes. The code will appear in box 7 of the 1099-R.